CSIMarket
 
Westwood Holdings Group Inc   (NYSE: WHG)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 

WHG's Market share relative to its competitors, as of Q1 2025

As of Q1 2025 (Revenue in Millions of $)

Date modified: 2025-07-18T08:42:22+00:00




 
COMPANY NAME REVENUES
12 Months Ending
Q1 2025
MARKET SHARE
12 Months
Q1 2025
MARKET SHARE
MRQ
Q1 2025
MARKET SHARE
A Quarter Before
Q4 2024
Westwood Holdings Group Inc 92.39 0.01% 0.01 % 0.01 %
Jpmorgan Chase and Co 168,833.00 15.29% 14.30% 14.67%
Stonex Group Inc 123,034.70 11.14% 12.56% 10.21%
Bank Of America Corporation 103,435.00 9.37% 9.32% 9.27%
Citigroup inc 81,631.00 7.39% 7.35% 7.16%
Wells Fargo and Company 77,254.00 7.00% 6.54% 7.05%
Morgan Stanley 64,364.00 5.83% 6.04% 5.93%
Prudential Financial Inc 60,366.00 5.47% 4.59% 4.58%
The Goldman Sachs Group Inc 53,044.00 4.80% 5.03% 4.94%
The Hartford Insurance Group Inc 26,926.00 2.44% 2.32% 2.51%
Us Bancorp De 25,356.00 2.30% 2.18% 2.35%
Apollo Global Management Inc 24,622.00 2.23% 1.89% 1.93%
Pnc Financial Services Group Inc 21,862.00 1.98% 1.86% 2.04%
Blackrock Inc 21,754.00 1.97% 1.85% 2.15%
American International Group Inc 21,456.00 1.94% 2.31% 0.50%
Credit Suisse Ag 19,890.00 1.80% 4.44% 5.10%
Lincoln National Corporation 19,017.00 1.72% 1.60% 1.85%
The Bank Of New York Mellon Corporation 18,823.00 1.70% 1.63% 1.76%
Principal Financial Group inc 15,770.30 1.43% 1.26% 1.74%
Kkr and co inc 15,332.14 1.39% 1.06% 1.19%
Blackstone Inc 12,831.60 1.16% 1.12% 1.13%
First Citizens Bancshares Inc 9,612.00 0.87% 0.78% 0.88%
Franklin Resources Inc 8,697.10 0.79% 0.72% 0.82%
Voya Financial Inc 7,968.00 0.72% 0.67% 0.73%
Santander Holdings Usa Inc 7,245.01 0.66% 0.65% 0.61%
Genworth Financial Inc 7,217.00 0.65% 0.61% 0.65%
Citizens Financial Group Inc 7,116.00 0.64% 0.61% 0.67%
Price T Rowe Group Inc 7,107.30 0.64% 0.60% 0.67%
Regions Financial Corporation 6,661.00 0.60% 0.57% 0.62%
Stifel Financial Corp 6,003.02 0.54% 0.50% 0.58%
Carlyle Group Inc 5,710.50 0.52% 0.33% 0.38%
Ares Management Corporation 5,157.70 0.47% 0.43% 0.54%
Evercore Inc 3,110.38 0.28% 0.24% 0.36%
Virtu Financial inc 3,071.98 0.28% 0.29% 0.30%
Western Alliance Bancorporation 3,049.40 0.28% 0.25% 0.28%
Lazard Inc 3,023.59 0.27% 0.23% 0.31%
Popular Inc 2,735.87 0.25% 0.24% 0.25%
East West Bancorp inc 2,464.11 0.22% 0.22% 0.22%
Wintrust Financial Corp 2,385.86 0.22% 0.21% 0.23%
Webster Financial Corporation 2,373.99 0.21% 0.21% 0.22%
Bok Financial Corp 2,087.42 0.19% 0.17% 0.19%
Southstate Corp 1,829.01 0.17% 0.18% 0.16%
Umb Financial Corp 1,657.12 0.15% 0.16% 0.15%
Valley National Bancorp 1,550.35 0.14% 0.14% 0.13%
Fnb Corp 1,517.00 0.14% 0.13% 0.13%
Oppenheimer Holdings Inc 1,447.18 0.13% 0.13% 0.14%
Fulton Financial Corp 1,215.79 0.11% 0.10% 0.11%
Hilltop Holdings Inc 1,208.82 0.11% 0.11% 0.11%
Artisan Partners Asset Management Inc 1,124.60 0.10% 0.09% 0.11%
B Riley Financial Inc 1,033.62 0.09% 0.07% 0.05%
United Bankshares Inc 1,021.16 0.09% 0.09% 0.09%
United Community Banks Inc 923.01 0.08% 0.08% 0.09%
First Interstate Bancsystem Inc 922.00 0.08% 0.08% 0.08%
Virtus Investment Partners Inc 914.87 0.08% 0.08% 0.09%
Glacier Bancorp Inc 831.36 0.08% 0.07% 0.08%
Simmons First National Corp 726.75 0.07% 0.06% 0.07%
Renasant Corp 710.27 0.06% 0.06% 0.06%
Independent Bank Corp 654.16 0.06% 0.06% 0.06%
Ofg Bancorp 623.01 0.06% 0.05% 0.06%
Nbt Bancorp Inc 591.50 0.05% 0.05% 0.06%
Wesbanco Inc 570.71 0.05% 0.04% 0.06%
First Financial Bankshares Inc 553.58 0.05% 0.05% 0.05%
Park National Corporation 515.79 0.05% 0.04% 0.05%
Wisdomtree Investments Inc 448.81 0.04% 0.04% 0.05%
Triumph Financial Inc 401.26 0.04% 0.04% 0.04%
Alliancebernstein Holding L p 400.74 0.04% 0.03% 0.07%
Up Fintech Holding Limited 391.54 0.04% 0.04% 0.00%
S and t Bancorp Inc 386.87 0.04% 0.03% 0.04%
Noah Holdings Ltd 340.99 0.03% 0.03% 0.00%
Avantax Inc 309.64 0.03% 0.07% 0.07%
Westamerica Bancorporation 284.87 0.03% 0.02% 0.03%
Diamond Hill Investment Group Inc 158.79 0.01% 0.01% 0.01%
Silvercrest Asset Management Group Inc 126.13 0.01% 0.01% 0.01%
First Internet Bancorp 114.61 0.01% 0.01% 0.01%
Union Bankshares Inc 47.83 0.00% 0.00% 0.00%
Swk Holdings Corporation 45.04 0.00% 0.00% 0.00%
Associated Capital Group Inc 43.83 0.00% 0.00% 0.00%
Mbia Inc 43.00 0.00% 0.00% 0.01%
Safeguard Scientifics Inc 12.12 0.00% 0.00% 0.00%
U S Global Investors Inc 11.53 0.00% 0.00% 0.00%
Nft Limited 0.74 0.00% 0.00% 0.00%
Cyngn Inc 0.39 0.00% 0.00% 0.00%
Wright Investors Service Holdings Inc 0.00 0.00% 0.00% 0.00%
Sundance Strategies Inc 0.00 0.00% 0.00% 0.00%
SUBTOTAL 1,104,201.71 100% 293,772.61 100%



WHG's Market share relative to its competitors, as of Q1 2025 within the Investment Services Industry
As of Q1 2025



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2025
MARKET SHARE
12 Months Ending
Q4 2024
MARKET SHARE
MRQ
Q1 2025
MARKET SHARE

Q4 2024
Westwood Holdings Group Inc 0.02% 0.03% 0.02 % 0.02 %
Stonex Group Inc 32.10% 30.72% 33.19% 27.48%
Morgan Stanley 16.79% 17.52% 15.96% 15.96%
The Goldman Sachs Group Inc 13.84% 14.80% 13.29% 13.30%
Apollo Global Management Inc 6.42% 7.41% 4.99% 5.20%
Blackrock Inc 5.68% 6.01% 4.90% 5.79%
Credit Suisse Ag 5.19% 0.00% 11.72% 13.72%
Kkr and co inc 4.00% 6.21% 2.80% 3.21%
Blackstone Inc 3.35% 3.75% 2.96% 3.03%
Franklin Resources Inc 2.27% 2.48% 1.90% 2.22%
Price T Rowe Group Inc 1.85% 2.01% 1.59% 1.79%
Stifel Financial Corp 1.57% 1.69% 1.32% 1.57%
Carlyle Group Inc 1.49% 1.54% 0.88% 1.02%
Ares Management Corporation 1.35% 1.38% 1.14% 1.46%
Evercore Inc 0.81% 0.85% 0.63% 0.96%
Virtu Financial inc 0.80% 0.82% 0.75% 0.82%
Lazard Inc 0.79% 0.89% 0.60% 0.83%
Oppenheimer Holdings Inc 0.38% 0.41% 0.33% 0.37%
Artisan Partners Asset Management Inc 0.29% 0.32% 0.25% 0.29%
B Riley Financial Inc 0.27% 0.37% 0.18% 0.15%
Virtus Investment Partners Inc 0.24% 0.26% 0.20% 0.23%
Wisdomtree Investments Inc 0.12% 0.12% 0.10% 0.13%
Alliancebernstein Holding L p 0.10% 0.11% 0.07% 0.19%
Up Fintech Holding Limited 0.10% 0.08% 0.10% 0.08%
Noah Holdings Ltd 0.09% 0.13% 0.09% 0.13%
Diamond Hill Investment Group Inc 0.04% 0.05% 0.03% 0.04%
Silvercrest Asset Management Group Inc 0.03% 0.04% 0.03% 0.03%
Associated Capital Group Inc 0.01% 0.01% 0.01% 0.01%
Safeguard Scientifics Inc 0.00% 0.00% 0.00% 0.00%
U S Global Investors Inc 0.00% 0.00% 0.00% 0.00%
Wright Investors Service Holdings Inc 0.00% 0.00% 0.00% 0.00%
SUBTOTAL 100% 100% 100% 100%



WHG's Market share relative to its competitors, as of Q1 2025 within the Financial Sector
As of Q1 2025



COMPANY NAME MARKET SHARE
12 Months Ending
Q1 2025
MARKET SHARE
12 Months Ending
Q4 2024
MARKET SHARE
MRQ
Q1 2025
MARKET SHARE

Q4 2024
Westwood Holdings Group Inc 0.01% 0.01% 0.01 % 0.01 %
Jpmorgan Chase and Co 15.29% 15.39% 14.30% 14.67%
Stonex Group Inc 11.14% 9.99% 12.56% 10.21%
Bank Of America Corporation 9.37% 9.40% 9.32% 9.27%
Citigroup inc 7.39% 7.48% 7.35% 7.16%
Wells Fargo and Company 7.00% 7.19% 6.54% 7.05%
Morgan Stanley 5.83% 5.70% 6.04% 5.93%
Prudential Financial Inc 5.47% 6.49% 4.59% 4.58%
The Goldman Sachs Group Inc 4.80% 4.81% 5.03% 4.94%
The Hartford Insurance Group Inc 2.44% 2.45% 2.32% 2.51%
Us Bancorp De 2.30% 2.32% 2.18% 2.35%
Apollo Global Management Inc 2.23% 2.41% 1.89% 1.93%
Pnc Financial Services Group Inc 1.98% 1.99% 1.86% 2.04%
Blackrock Inc 1.97% 1.95% 1.85% 2.15%
American International Group Inc 1.94% 2.51% 2.31% 0.50%
Credit Suisse Ag 1.80% 0.00% 4.44% 5.10%
Lincoln National Corporation 1.72% 1.70% 1.60% 1.85%
The Bank Of New York Mellon Corporation 1.70% 1.71% 1.63% 1.76%
Principal Financial Group inc 1.43% 1.49% 1.26% 1.74%
Kkr and co inc 1.39% 2.02% 1.06% 1.19%
Blackstone Inc 1.16% 1.22% 1.12% 1.13%
First Citizens Bancshares Inc 0.87% 0.90% 0.78% 0.88%
Franklin Resources Inc 0.79% 0.81% 0.72% 0.82%
Voya Financial Inc 0.72% 0.74% 0.67% 0.73%
Santander Holdings Usa Inc 0.66% 0.67% 0.65% 0.61%
Genworth Financial Inc 0.65% 0.67% 0.61% 0.65%
Citizens Financial Group Inc 0.64% 0.66% 0.61% 0.67%
Price T Rowe Group Inc 0.64% 0.65% 0.60% 0.67%
Regions Financial Corporation 0.60% 0.61% 0.57% 0.62%
Stifel Financial Corp 0.54% 0.55% 0.50% 0.58%
Carlyle Group Inc 0.52% 0.50% 0.33% 0.38%
Ares Management Corporation 0.47% 0.45% 0.43% 0.54%
Evercore Inc 0.28% 0.28% 0.24% 0.36%
Virtu Financial inc 0.28% 0.27% 0.29% 0.30%
Western Alliance Bancorporation 0.28% 0.28% 0.25% 0.28%
Lazard Inc 0.27% 0.29% 0.23% 0.31%
Popular Inc 0.25% 0.25% 0.24% 0.25%
East West Bancorp inc 0.22% 0.23% 0.22% 0.22%
Wintrust Financial Corp 0.22% 0.22% 0.21% 0.23%
Webster Financial Corporation 0.21% 0.22% 0.21% 0.22%
Bok Financial Corp 0.19% 0.19% 0.17% 0.19%
Southstate Corp 0.17% 0.16% 0.18% 0.16%
Umb Financial Corp 0.15% 0.14% 0.16% 0.15%
Valley National Bancorp 0.14% 0.14% 0.14% 0.13%
Fnb Corp 0.14% 0.14% 0.13% 0.13%
Oppenheimer Holdings Inc 0.13% 0.13% 0.13% 0.14%
Fulton Financial Corp 0.11% 0.11% 0.10% 0.11%
Hilltop Holdings Inc 0.11% 0.11% 0.11% 0.11%
Artisan Partners Asset Management Inc 0.10% 0.10% 0.09% 0.11%
B Riley Financial Inc 0.09% 0.12% 0.07% 0.05%
United Bankshares Inc 0.09% 0.09% 0.09% 0.09%
United Community Banks Inc 0.08% 0.08% 0.08% 0.09%
First Interstate Bancsystem Inc 0.08% 0.09% 0.08% 0.08%
Virtus Investment Partners Inc 0.08% 0.08% 0.08% 0.09%
Glacier Bancorp Inc 0.08% 0.07% 0.07% 0.08%
Simmons First National Corp 0.07% 0.07% 0.06% 0.07%
Renasant Corp 0.06% 0.07% 0.06% 0.06%
Independent Bank Corp 0.06% 0.06% 0.06% 0.06%
Ofg Bancorp 0.06% 0.06% 0.05% 0.06%
Nbt Bancorp Inc 0.05% 0.05% 0.05% 0.06%
Wesbanco Inc 0.05% 0.05% 0.04% 0.06%
First Financial Bankshares Inc 0.05% 0.05% 0.05% 0.05%
Park National Corporation 0.05% 0.05% 0.04% 0.05%
Wisdomtree Investments Inc 0.04% 0.04% 0.04% 0.05%
Triumph Financial Inc 0.04% 0.04% 0.04% 0.04%
Alliancebernstein Holding L p 0.04% 0.04% 0.03% 0.07%
Up Fintech Holding Limited 0.04% 0.03% 0.04% 0.03%
S and t Bancorp Inc 0.04% 0.04% 0.03% 0.04%
Noah Holdings Ltd 0.03% 0.04% 0.03% 0.04%
Avantax Inc 0.03% 0.03% 0.07% 0.07%
Westamerica Bancorporation 0.03% 0.03% 0.02% 0.03%
Diamond Hill Investment Group Inc 0.01% 0.02% 0.01% 0.01%
Silvercrest Asset Management Group Inc 0.01% 0.01% 0.01% 0.01%
First Internet Bancorp 0.01% 0.01% 0.01% 0.01%
Union Bankshares Inc 0.00% 0.00% 0.00% 0.00%
Swk Holdings Corporation 0.00% 0.00% 0.00% 0.00%
Associated Capital Group Inc 0.00% 0.00% 0.00% 0.00%
Mbia Inc 0.00% 0.00% 0.00% 0.01%
Safeguard Scientifics Inc 0.00% 0.00% 0.00% 0.00%
U S Global Investors Inc 0.00% 0.00% 0.00% 0.00%
Nft Limited 0.00% 0.00% 0.00% 0.00%
Wright Investors Service Holdings Inc 0.00% 0.00% 0.00% 0.00%
Sundance Strategies Inc 0.00% 0.00% 0.00% 0.00%
SUBTOTAL 100% 100% 100% 100%



Note: Market share is calculated based on total revenue. To get a more accurate picture of Westwood Holdings Group Inc's market divisions, geographic dispersion, segments, products, and services, visit Westwood Holdings Group Inc's Business Segment.

The list includes publicly traded companies only. More information about the sources of this report can be found here.



Help

About us

Advertise

CSIMarket Company, Sector, Industry, Market Analysis, Stock Quotes, Earnings, Economy, News and Research. 
   Copyright © 2025 CSIMarket, Inc. All rights reserved.

Intraday data delayed per exchange requirements. All quotes are in local exchange time. Intraday data delayed 15 minutes for Nasdaq, and other exchanges. Fundamental and financial data for Stocks, Sector, Industry, and Economic Indicators provided by CSIMarket.com